At a Glance
- Tasks: Deliver high-quality services and actionable insights to diverse clients in accountancy.
- Company: Join a family-run, award-winning firm with a supportive culture.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunities for growth and a chance to build lasting client relationships.
- Why this job: Make a real impact by helping businesses thrive with your expertise.
- Qualifications: Experience in client-facing roles and knowledge of accounting software.
The predicted salary is between 35000 - 45000 € per year.
Location: The role can be based at our Carlisle, Keswick or Workington offices
Salary: Competitive, depending on experience
Contract: Full time
We’re looking for a Client Relationship Manager who understands the commercial world and can provide actionable insights and high levels of service to our clients and colleagues. You will be supporting a diverse portfolio of owner-managed and family businesses across a wide range of sectors who will rely on your expertise, clear communications and attention to detail.
What you’ll do
- Deliver consistently high-quality, proactive services to our clients, maintaining positive and productive day to day relationships
- Plan, prepare and review financial accounts within agreed timescales and budgets
- Prepare monthly/quarterly/half-yearly management information reports and translate them into clear, actionable insights for our clients
- Identify opportunities – tax planning, restructuring, succession planning – to proactively support and anticipate the needs of our clients
- Collaborate with our Managing Directors to set up, operate and improve efficient systems and procedures to ensure best practice and help develop the business
- Grow the client base through referrals, networking opportunities and community relationships
About you
- Proven experience in a client-facing accountancy firm with a diverse client portfolio
- You may be ACA / ACCA qualified or have equivalent practice experience
- Commercial awareness and an understanding of the issues facing business owners
- Experience in computer-based accounts preparation software and cloud-accounting software packages, such as Sage, Xero and QuickBooks
- A full UK driving licence is required, as you may travel to clients or other offices
You will be
- A confident communicator; clear, warm and personable
- Well organised with good attention to detail and strong time-management skills
- Pro-active with an ability to solve problems and a professional client-focused attitude
- Be able to sometimes work in a pressured environment without compromising client service
About Lamont Pridmore
Lamont Pridmore is a family run, national award-winning firm of Chartered Accountants, Tax and Business Advisers with offices throughout Cumbria. We have been led by the same senior management team for the last 30 years who support our hard-working, high performing team. We are committed to developing close working relationships with our clients. By investing in our people, we ensure we can provide a greater range of services than are typically associated with accountants to help our clients navigate the ever-changing demands of the business world.
To apply
Please submit your CV and a brief covering letter outlining your suitability for the role by email – hr@lamontpridmore.co.uk – or complete the application form on our website and upload your CV.
Client Relationship Manager (Accountancy Practice) in Carlisle employer: Lamont Pridmore
At Lamont Pridmore, we pride ourselves on being a family-run, award-winning firm that values our employees and fosters a supportive work culture. With a commitment to professional development and a diverse client portfolio, our team enjoys meaningful growth opportunities while delivering exceptional service in the beautiful locations of Carlisle, Keswick, and Workington. Join us to be part of a dedicated team that not only prioritises client relationships but also invests in your career progression and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (Accountancy Practice) in Carlisle
✨Tip Number 1
Network like a pro! Attend industry events, join local business groups, and connect with people on LinkedIn. The more you put yourself out there, the better your chances of landing that Client Relationship Manager role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience with client-facing roles and how you've provided actionable insights in past positions. Be ready to share specific examples that highlight your skills.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to refine your communication style. Focus on being clear, warm, and personable – just like the job description suggests!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Lamont Pridmore.
We think you need these skills to ace Client Relationship Manager (Accountancy Practice) in Carlisle
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Relationship Manager role. Highlight your experience in client-facing positions and any relevant qualifications like ACA or ACCA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Be sure to mention your understanding of the commercial world and how you can provide actionable insights to our clients.
Showcase Your Communication Skills:As a Client Relationship Manager, clear communication is key. In your application, demonstrate your ability to communicate effectively. Use examples from your past experiences where you've successfully managed client relationships.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy! Just upload your CV and cover letter, and we’ll take it from there. We can’t wait to hear from you!
How to prepare for a job interview at Lamont Pridmore
✨Know Your Clients
Before the interview, research Lamont Pridmore and their client base. Understand the types of businesses they work with and the challenges they face. This will help you demonstrate your commercial awareness and how you can provide actionable insights tailored to their needs.
✨Showcase Your Communication Skills
As a Client Relationship Manager, clear communication is key. Prepare examples from your past experiences where you effectively communicated complex financial information to clients. This will highlight your ability to maintain positive relationships and ensure clients understand their financial situations.
✨Be Proactive in Problem Solving
Think of specific instances where you identified opportunities for clients, such as tax planning or restructuring. Be ready to discuss how you approached these situations and the outcomes. This shows that you’re not just reactive but can anticipate client needs and provide proactive solutions.
✨Demonstrate Organisational Skills
Prepare to discuss how you manage your time and prioritise tasks, especially when working under pressure. Bring up any tools or methods you use to stay organised, as this aligns with the role's requirement for strong time-management skills and attention to detail.